Episode 153: IN FOCUS: Highlights of the 2026 Heckerling Institute on Estate Planning with Kevin Matz (ArentFox Schiff)

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we are joined by Kevin Matz of ArentFox Schiff LLP based in New York City who will be discussing “Highlights of the 2026 Heckerling Institute on Estate Planning.”

By way of background, in this episode Kevin Matz will summarize many of the highlights of the 2026 Heckerling Institute on Estate Planning. For those who don’t know the Heckerling conference focuses on the latest developments in estate planning, tax planning, asset protection, and trust administration. It is essentially the Super Bowl for estate planning professionals where thousands of attendees gather to discuss the latest strategies and trends in the industry. So, for those who want to be up to date with all the most recent planning ideas, be sure to listen to this entire episode.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 16th featuring Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP BASED IN Long Island, NY. Av will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.” You can register by clicking on the link in the show notes. You can register here: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg

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